Associate-Business Support Manager
Bank of America • Stamford, NY13d
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Merrill Center for Family Wealth Associate-Business Support Manager
Bank of America•Stamford, NY
About The Position
The Merrill Center for Family Wealth Associate-Business Support Manager joins a highly visible and respected team focused on helping clients define the purpose of their wealth and consider its impact on themselves, their families, and their communities. The role helps develop and deliver insights and content for clients, Financial Advisors, and other internal and external stakeholders. The successful candidate has strong written and verbal communication skills, attention to detail, prioritization and follow-through abilities, and a willingness to learn and contribute to a collaborative team. Merrill describes its wealth management culture as committed to in-office collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.
Requirements
- At least 3 years of experience working with ultra-high-net-worth clients, such as in family governance, meeting facilitation, planning, family office, or related fields.
- Strong interest in family wealth dynamics and governance.
- Stellar written and verbal communication skills.
- Strong attention to detail.
- Ability to prioritize work, manage multiple projects, and follow through.
- Ability to work collaboratively and contribute in a team environment, with strong motivation to learn.
- Flexibility to handle a variety of tasks and projects independently and escalate appropriately when needed.
- Proficiency with Microsoft Office applications, especially PowerPoint, Word, and Excel.
- Strong research skills.
Nice To Haves
- College degree preferred; a concentration in business or management and/or psychology or sociology is welcome but not required.
- Skills listed include adaptability, administrative services, attention to detail, collaboration, written communications, analytical thinking, continuous improvement, problem solving, project management, and relationship building.
Responsibilities
- Help create tailored content and deliver or facilitate client family meetings on topics such as communication about wealth and disclosure, financial education, and governance policy development.
- Prepare comprehensive meeting materials and follow-up that capture key takeaways and next steps.
- Develop materials to engage and empower Financial Advisors through group trainings, individual connections, and other educational resources.
- Support educational curriculum and program design for Financial Advisors and clients.
- Research existing and emerging family wealth dynamics and governance topics to inform the team’s thought leadership.
- Interface with internal firm partners as needed.
- Participate and contribute in team calls to help ensure follow-through on key priorities.
- Submit team materials for internal compliance review and ensure follow-up for approval.
Benefits
- Benefits eligibility
- Access to paid time off
- Annual discretionary incentive plan; award eligibility is based on individual performance and behaviors, line-of-business and/or group performance and contributions, and overall company success.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Job Search Resources
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